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HEES

H&E Equipment Services

Delisted

HEES was delisted on the 30th of May, 2025.

225 hedge funds and large institutions have $1.41B invested in H&E Equipment Services in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.23M

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

13% more capital invested

Capital invested by funds: $1.24B → $1.41B (+$166M)

5% more funds holding

Funds holding: 215225 (+10)

2.19% more ownership

Funds ownership: 77.05%79.24% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 82

Holders
225
Holders Change
+10
Holders Change %
+4.65%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
44
Increased
70
Reduced
82
Closed
34
Calls
$5.88M
Puts
$2.23M
Net Calls
+$3.65M
Net Calls Change
+$3.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$186M +$339K +7,204 +0.2%
BlackRock
2
BlackRock
New York
$143M +$4.94M +104,991 +4%
ClearBridge Investments
3
ClearBridge Investments
New York
$111M +$236K +5,018 +0.2%
Macquarie Group
4
Macquarie Group
Australia
$105M -$2.97M -63,184 -3%
American Century Companies
5
American Century Companies
Missouri
$88.6M +$19.3M +409,818 +29%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$58.5M +$1.61M +34,287 +3%
PP
7
Pertento Partners
United Kingdom
$44.3M +$839K +17,855 +2%
Bank of America
8
Bank of America
North Carolina
$42.9M +$99.4K +2,114 +0.2%
State Street
9
State Street
Massachusetts
$37.9M +$1.03M +21,805 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.8M +$199K +4,226 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
$34.1M +$12.5M +266,094 +61%
Charles Schwab
12
Charles Schwab
California
$27.8M +$1.96M +41,749 +8%
CB
13
Cooke & Bieler
Pennsylvania
$23.7M +$22.9M +487,223 New
First Trust Advisors
14
First Trust Advisors
Illinois
$22.6M +$18.2M +387,917 +513%
Mirae Asset Global ETFs Holdings
15
Mirae Asset Global ETFs Holdings
Hong Kong
$21.6M +$674K +14,337 +3%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$16.9M -$10.8M -230,689 -40%
Aberdeen Group
17
Aberdeen Group
United Kingdom
$16.5M +$784K +16,681 +5%
Northern Trust
18
Northern Trust
Illinois
$14.7M -$717K -15,256 -5%
Goldman Sachs
19
Goldman Sachs
New York
$13.4M -$2.19M -46,648 -15%
PCM
20
Penn Capital Management
Pennsylvania
$12.6M -$1.15M -24,516 -9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$12.5M -$920K -19,577 -7%
Wells Fargo
22
Wells Fargo
California
$12.2M -$2.9M -61,767 -20%
Deutsche Bank
23
Deutsche Bank
Germany
$11.6M -$28.6K -609 -0.3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$11.6M +$2.99M +63,500 +36%
GC
25
Guggenheim Capital
Illinois
$11.1M -$196K -4,170 -2%